Premium Funds From: vwiax - Vanguard Wellesley Income Admiral to mmacx - MFS Moderate Allocation C


  • Holdings: FNMA , US Treasury Note 1.375% , Johnson & Johnson , US Treasury Bond 2.875% , Wells Fargo & Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , JPMorgan Chase & Co , General Electric Co , Merck & Co Inc , Phillips 66 ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Royal Dutch Shell PLC ADR Class A , Schlumberger NV , Pioneer Natural Resources Co ,
  • Category: Equity Energy
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Bayer AG , SOFTBANK Corp , Novartis AG , Prudential PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: MasTec Inc , MedAssets Inc , Tenneco Inc , Hilltop Holdings Inc , Stone Energy Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: EDP Renovaveis SA , Acciona,S.A. , American Water Works Co Inc , Brookfield Renewable Energy Partners LP , NRG Yield Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Itau Unibanco Holding S.A. , Petroleo Brasileiro SA Petrobras ADR , Bank Bradesco Pfd Shs , Ambev SA ADR , Wal - Mart de Mexico SAB de CV Class V ,
  • Category: Latin America Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Kinder Morgan Management LLC , ONEOK Inc , Williams Companies Inc , Enbridge Energy Management LLC , Teekay Offshore Partners LP ,
  • Category: Energy Limited Partnership
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  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 1000 Index Master ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Mitsubishi UFJ Financial Group Inc , Ares Capital Corporation , Microsoft Corp , Royal Dutch Shell PLC Class A ,
  • Category: Conservative Allocation
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Enbridge Energy Partners LP , Regency Energy Partners LP , Energy Transfer Partners LP , Williams Partners LP , El Paso Pipeline Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 Stars
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  • Holdings: Team Health Holdings Inc , Dealertrack Technologies Inc , Aspen Technology Inc , Genesee & Wyoming Inc Class A , Measurement Specialties Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Pfizer Inc , U.S. Bancorp , Visa Inc Class A , United Technologies Corp , PepsiCo Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: American International Group Inc , Cubist Pharmaceuticals Inc , Samsonite International SA , DexCom Inc , Alkermes PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future June14 , Actavis PLC , Delta Air Lines Inc , Alexion Pharmaceuticals Inc , Micron Technology Inc ,
  • Category: Mid-Cap Blend
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  • Holdings: Fidelity® Series International Value , Fidelity® Series International Growth , Fidelity® Series Equity-Income , Fidelity® Series Growth Company , Fidelity® Series All-Sector Equity ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Holdings: LogMeIn Inc , Boulder Brands Inc , Proofpoint Inc , Omnicell Inc , 8x8 Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , Pioneer Natural Resources Co , Schlumberger NV , Concho Resources Inc , Exxon Mobil Corporation ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Holdings: GT Advanced Technologies Inc , Royal Philips NV ADR , Quanta Services Inc , ABB Ltd ADR , SolarCity Corp ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Holdings: Biogen Idec Inc , Amgen Inc , Roche Holding AG , Eli Lilly and Co , FedEx Corp ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Stifel Financial Corp , PacWest Bancorp , Barnes Group Inc , First Financial Holdings , Western Alliance Bancorp ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: GOLD BULLION , Galaxy Entertainment Group Ltd , Sands China Ltd , Wynn Resorts Ltd , AIA Group Ltd ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Nikkei 225 Stock Avg Index Future June14 , Roche Holding AG , Total SA , Bayer AG , Australia and New Zealand Banking Group Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Growth R5 , MFS® Research R5 , MFS® Value R5 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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Premium Funds From: vwiax - Vanguard Wellesley Income Admiral to mmacx - MFS Moderate Allocation C
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